Mohsen Babaeian is a CFP® professional with 13 years of industry experience. He is currently with Wells Fargo Clearing and has prior experience at Ameriprise Financial Services and Bankers Life. Babaeian teaches computational complexity as an instructor at California State University San Bernardino and owns a consulting business focused on telecommunications. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research-driven investment evaluation and offers a range of brokerage and advisory solutions.

Shahnaz Sarlak is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following nearly a decade at Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Michael Allan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 12 years at Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide.

Charmaine Carino is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. Outside of her advisory role, she owns a short-term rental property used for travel nurse and corporate housing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering an IPS-driven advisory process grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary investment options and includes insurance-related products and bank deposit sweep options in its offerings.

Dylan Del Re is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and also has affiliations with Wells Fargo Bank, N.A. and California State University Channel Islands. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics grounded in diversification principles and modern portfolio theory.

Wayne Simpson is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2006 to 2011. Outside of his advisory role, he co-owns a trucking and transportation business in Granada Hills, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment selection and portfolio construction.

Derek Chaffin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as co-trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to support investment decisions, offering both discretionary and non-discretionary retirement plan services.

Albert Yousoufian is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior employers include Charles Schwab, Citigroup, Bank of America, Merrill, and JP Morgan. Outside of his financial services career, he provides personal care for his mother, who has a disability. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Nicholas Rodriguez Jr. is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and concurrently associated with Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Paul Kennedy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 44 years of industry experience. His prior roles include positions at D.A. Davidson & Co., Crowell Weedon & Co., and A. G. Edwards & Sons, Inc. He has ownership interests in oil and gas royalties through a trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a research-driven approach utilizing diversification principles and modern portfolio theory while offering a mix of brokerage and advisory solutions.

Erik Ohanessian is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Citigroup, JP Morgan Securities, and Scottrade, among others. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Cindy Rodriguez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2019 and has been with Wells Fargo Bank NA since 2015. Outside of her advisory role, she owns a small business making handcrafted bath products. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Ryan Deptula is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Justin Lane is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company for two years each. Outside of finance, Lane has been involved in entrepreneurial ventures including Dream Homes By The Sea and golf development projects. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by extensive research and analytics.

Patrick Lopker is a financial advisor with Wells Fargo Clearing who holds the Series 66 designation and has 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also operates Lopker Inc., a holding company involved in real estate ventures and an equine business. Outside of his advisory role, Lopker serves as a director and president of Cascade Ridge Community Association in Big Sky, Montana. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to support its broad range of brokerage and advisory solutions.

Sharan Dhiman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 2000. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Esteban Amaya is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and Bank of America/Merrill Lynch. Prior to his financial career, he spent six years at Enterprise Rent-A-Car. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions alongside research-driven investment approaches.

Juan Ramirez is a Series 66 licensed financial advisor with 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, previously working at firms including J.P. Morgan Securities, Chase Investment Services, and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Leticia Garcia is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 1989. Outside of her advisory work, she serves as a power of attorney and executrix for family members in San Antonio, TX. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

James Delgado is a financial advisor with Wells Fargo Clearing in Westlake Village, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, Delgado works as a personal running coach and is employed part-time at a golf shop servicing customers with golf equipment and repairs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.